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Arrow Financial Portfolio holdings
AUM
$994M
1-Year Est. Return
17.21%
This Fund
S&P 500
This Quarter
Est. Return
+2.52%
1 Year Est. Return
+17.21%
3 Year Est. Return
+53.18%
5 Year Est. Return
+59.66%
10 Year Est. Return
+257.61%
AUM
$312M
AUM Growth
–
Cap. Flow
+$313M
Cap. Flow
% of AUM
100.27%
Top 10 Holdings %
Top 10 Hldgs %
29.38%
Holding
347
New
347
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Arrow Financial
AROW
|
+$32.3M |
| 2 |
IBM
IBM
|
+$8.55M |
| 3 |
ExxonMobil
XOM
|
+$8.31M |
| 4 |
Apple
AAPL
|
+$7.36M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$7.03M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 24.35% |
| 2 | Healthcare | 12.04% |
| 3 | Technology | 11.79% |
| 4 | Consumer Staples | 9.74% |
| 5 | Industrials | 8.95% |
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Arrow Financial's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Arrow Financial, which disclosed 347 positions worth $312M. Its ten largest holdings account for 29% of the portfolio.
Its largest position is Arrow Financial: 1,774,877 shares worth $32.7M.
By sector, the portfolio is most concentrated in Financials at 24% of assets, followed by Healthcare and Technology.
- Arrow Financial's largest Q2 2013 buy was Arrow Financial: 1,774,877 shares worth $32.7M.
- Arrow Financial's ten largest holdings make up 29% of its $312M portfolio in Q2 2013.
- Arrow Financial disclosed 347 positions in Q2 2013, its first 13F filing on record.
Based on Arrow Financial's 13F filing for Q2 2013, filed 8 Aug 2013.